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726 Introduction to Machine Guarding
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Group Lockout Tagout

Group lockout/tagout (LOTO) is a critical safety procedure used when multiple employees or crews perform maintenance or servicing on equipment, ensuring hazardous energy sources are controlled to prevent unexpected energization or energy release.

Group Lockout Tagout

Unlike individual LOTO, where a single worker applies a personal lock or tag, group LOTO involves a coordinated approach, typically using a group lockbox or multi-lock hasp. This method may be required in complex processes that include machine safeguarding. Group LOTO ensures:

  • Worker Safety: Each employee has personal control over their safety through individual locks or tags, preventing premature reenergization.
  • Coordination: Effective communication and oversight among multiple workers, crews, or shifts reduce the risk of errors.
  • Compliance: Adherence to regulatory standards minimizes the risk of accidents and OSHA penalties.

This process is particularly critical when equipment has multiple energy sources or when work involves contractors or spans multiple shifts, ensuring no worker is endangered by miscommunication or oversight.

OSHA Requirements for Group Lockout/Tagout

The Occupational Safety and Health Administration (OSHA) outlines specific requirements for group LOTO under 29 CFR 1910.147 (Control of Hazardous Energy). These requirements ensure that group procedures provide equivalent protection to individual LOTO. Key OSHA mandates include:

  • Equivalent Protection: Group LOTO procedures must offer the same level of safety as personal lockout/tagout devices.
  • Authorized Employee Oversight: A primary authorized employee must coordinate the group LOTO process, managing energy control and ensuring compliance with procedures.
  • Personal Locks/Tags: Each authorized employee must attach their personal lockout or tagout device to a group lockbox or multi-lock hasp and remove it when their work is complete.
  • Coordination Across Groups: When multiple crews, departments, or contractors are involved, a designated authorized employee ensures continuity of protection.
  • Shift/Personnel Changes: Procedures must maintain energy control during shift changes or personnel transitions to prevent accidental reenergization.
  • Training and Audits: Employers must provide job-specific training and conduct annual audits to verify compliance and update procedures as needed.
  • Device Standards: Lockout and tagout devices must be durable, standardized, substantial, identifiable, and used exclusively for energy control, provided by the employer.

Non-compliance with these requirements can lead to OSHA citations, significant fines, or severe workplace incidents. For detailed OSHA guidelines, visit https://www.osha.gov.

Step-by-Step Group Lockout/Tagout Procedure

Below is a detailed, step-by-step procedure for implementing group LOTO, aligned with OSHA requirements and industry best practices to ensure safe maintenance or servicing of equipment:

  1. Preparation:
    • Identify all energy sources associated with the equipment (e.g., electrical, hydraulic, pneumatic, mechanical).
    • Review the equipment-specific energy control procedure to understand isolation methods and requirements.
    • Designate a primary authorized employee to oversee the group LOTO process and coordinate activities.
  2. Notify Affected Employees:
    • Inform all affected employees (e.g., operators, nearby workers) of the planned shutdown, explaining the purpose and duration of the LOTO procedure.
    • Ensure clear communication to prevent unauthorized access to the equipment.
  3. Shut Down Equipment:
    • Follow standard manufacturer or internal protocols to safely shut down the equipment.
    • The primary authorized employee verifies that the shutdown is completed correctly to prevent unexpected movement or energy release.
  4. Isolate Energy Sources:
    • Locate and isolate all energy sources using energy-isolating devices (e.g., circuit breakers, valves).
    • The primary authorized employee or a designated worker applies lockout devices to secure each isolation point, placing the keys in a group lockbox or attaching a multi-lock hasp.
  5. Apply Personal Lockout/Tagout Devices:
    • Each authorized employee affixes their personal lock or tag to the group lockbox or multi-lock hasp before starting work.
    • This step ensures individual accountability and prevents reenergization until all workers are safe.
  6. Release Stored Energy:
    • Safely release or relieve residual or stored energy (e.g., bleed hydraulic lines, discharge capacitors).
    • Test equipment controls to confirm all energy sources are fully de-energized.
  7. Verify Isolation:
    • The primary authorized employee verifies that the equipment is in a zero-energy state using appropriate testing methods.
    • Each authorized employee may personally verify energy isolation to ensure confidence in the process.
  8. Perform Maintenance or Servicing:
    • Conduct the required maintenance or servicing tasks while the equipment remains locked out and tagged out.
    • Ensure all workers follow safety protocols during the work process.
  9. Remove Lockout/Tagout Devices:
    • Inspect the work area to ensure nonessential items (e.g., tools, debris) are removed and equipment components are intact.
    • Confirm that all employees are safely positioned or have cleared the area.
    • Each authorized employee removes their personal lock or tag from the group lockbox or hasp upon completing their work.
    • The primary authorized employee removes the main lockout devices from energy isolation points only after all personal locks/tags are removed.
  10. Reenergize Equipment:
    • Restore power to the equipment after completing all safety checks.
    • Notify all affected employees that the equipment is ready to return to service, ensuring they are aware of its operational status.

Additional Considerations:

  • Shift Changes: During shift changes, follow specific procedures to transfer LOTO protection to incoming employees, ensuring continuous energy control.
  • Unavailable Employees: If an authorized employee is unavailable to remove their lock, the employer must verify their absence, attempt contact, and follow documented procedures to safely remove the lock, informing the employee before they return to work.
  • Training and Audits: Conduct regular, job-specific training and annual audits to maintain compliance, address equipment changes, and reinforce safe practices.

Knowledge Check Choose the best answer for the question.

6-6. How does Group LOTO help ensure worker safety compared to individual lockout tagout?